Plan Consultant II

🕒 Yesterday

🇺🇸 United States – Remote

💵 $56k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Responsible for completion of annual nondiscrimination testing and completion of the annual form 5500 for 401k, 457, 403(b), and non-ERISA 403(b) retirement plans • Works with advisors, auditors and plan sponsors to provide consulting on plan issues, contributions and Form 5500 reconciliations • Performs Nondiscrimination, Top Heavy & Coverage Testing for defined contribution plans • Calculates retirement plan contributions and allocations, including Safe Harbor allocations, discretionary match and profit sharing • Calculates corrective actions for failures in annual testing • Consult and explain the results of the testing and any required corrections • Preparation of IRS Form 5500-SF, 5500-EZ and assists with preparation of Form 5500 with schedules • Assist with plan audit support, including reconciliations and preparation of assets and other plan reports • Assist with accumulating data and reconciling assets for conversion plans • Exceed internal and compliance deadlines • Other duties as assigned

🎯 Requirements

• 3-5 years of experience preferred • Ability to read and understand complex documentation surrounding 401k plans • Knowledge of basic accounting principles and ability to apply knowledge to complete asset reconciliations for all plans • PensionPro and FT Williams software experience preferred • QKA Certification preferred • Ability to reconcile transactions/assets on the Trust Statement • Intermediate skillset in Microsoft Excel • Must be moldable and willing to learn and grow in a dynamic work culture • Self-Starter, highly self-motivated, ability to work independently and problem-solve • Ability to effectively prioritize and execute tasks while under pressure • Ability to meet seasonal deadlines based on IRS and Department of Labor regulations • Strong listening, interpersonal, written and oral communication skills • Strong attention to detail

🏖️ Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off